WFG Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

WFG Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$2K	Buy	+51	New	+$1.88K	﹤0.01%	1399
2017 Q1	–	Sell	-804	Closed	-$28K	–	1486
2016 Q4	$28K	Buy	804 +54	+7%	+$1.91K	0.01%	857
2016 Q3	$27K	Buy	750 +5	+0.7%	+$179	0.01%	866
2016 Q2	$26K	Buy	+745	New	+$26K	0.01%	850

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WFG Advisors's AOM Position: Q2 2017 in Review

WFG Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2017: 51 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: WFG Advisors previously reported a position in AOM as recently as Q4 2016.

WFG Advisors first reported a position in AOM in Q2 2016 and has held it in 4 quarters since. The position peaked at $28K in Q4 2016. 96 funds tracked by Wall St. Rank hold AOM as of Q2 2017.

WFG Advisors held 51 shares of iShares Core Moderate Allocation ETF worth $2K as of Q2 2017.
iShares Core Moderate Allocation ETF was a new WFG Advisors position in Q2 2017.
iShares Core Moderate Allocation ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1399 holding.
WFG Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 4 quarters since.
WFG Advisors's iShares Core Moderate Allocation ETF position peaked at $28K in Q4 2016.
96 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.